LF
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LifeSteps Financial’s RTX Corp RTX Stock Holding History

LifeSteps Financial’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$167K Buy
+878
New +$161K 0.08% 108
2024
Q2 		– Sell
-970
Closed -$94.6K – 337
2024
Q1 		$94.6K Buy
+970
New +$87.6K 0.07% 112

Other funds holding RTX

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

LifeSteps Financial's RTX Position: Q2 2026 in Review

LifeSteps Financial opened a new position in RTX Corp (RTX) in Q2 2026: 878 shares worth $167K. The stake represents 0.08% of the portfolio and ranks #108 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in RTX as recently as Q1 2024.

LifeSteps Financial first reported a position in RTX in Q1 2024 and has held it in 2 quarters since. 1,160 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • LifeSteps Financial held 878 shares of RTX Corp worth $167K as of Q2 2026.
  • RTX Corp was a new LifeSteps Financial position in Q2 2026.
  • RTX Corp made up 0.08% of LifeSteps Financial's portfolio in Q2 2026, its #108 holding.
  • LifeSteps Financial first reported a position in RTX Corp in Q1 2024 and has held it in 2 quarters since.
  • 1,160 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.